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Fundraising with Salesforce

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At Purple Vision, we believe Salesforce offers the biggest single opportunity for every nonprofit organisation and we have produced a paper to explain why. Written by fundraisers for fundraisers who …

At Purple Vision, we believe Salesforce offers the biggest single opportunity for every nonprofit organisation and we have produced a paper to explain why. Written by fundraisers for fundraisers who want to understand more about this opportunity, we share our experience and insights into:

1. Why Salesforce is so powerful and potentially game changing
2. What the benefits are for fundraising
3. How you can access these opportunities

Published in: Technology, Business
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  • 1. your fundraising with the world’s best CRM tool
  • 2. Fundraising with Salesforce 2 A lot of functionality out of the box VSO We’ve made about a 1000% return on investment Choices for Kids Every week there’s someone donating online and that never happened before Choices for Kids Lets us dream big about results without having to dream big on how to code Invisible Children Mobile Loaves & Fishes
  • 3. ● Systems that don’t talk to each other ● Data in different places – donors, campaigning, emails, online giving, web and service delivery ● 360 Supporter View – much talked about…rarely achieved ● ‘Central Mothership’ model ● Systems that people are reluctant to use ● Training and consultancy – limited supply and expensive ● Over-reliance upon IT infrastructure and resources 3 The status quo is unacceptable __________________________________________________________
  • 4. What is Salesforce anyway? “The world’s most innovative company” Forbes 4
  • 5.  Salesforce is the world-class CRM solution that powers thousands of successful organisations including Facebook, Virgin and Obama 2012  It is suitable for all types of non- profits – large and small – across all functions  The Salesforce Foundation provides massive discounts and special configurations to suit non- profits  Salesforce is built on an open technology platform so it is easier, cheaper and less risky to build and deploy  People love using Salesforce because it is user-friendly and intuitive  The AppExchange enables you to build in best-of-breed tools at the touch of a button  Salesforce is designed and built for online, social and mobile relationships  A range of fundraising tools is now available that are more effective and less expensive than those from traditional non-profit CRM vendors What’s different about Salesforce __________________________________________________________ 5
  • 6. Eight game-changing facts 1. A platform, not a point solution 2. Non-profit pricing and discounts 3. It brings people together 4. Plug in best of breed tools with the AppExchange 5. The cloud is not the same as hosting 6. Social through and through 7. One place for data and intelligence 8. Simple, flexible reporting 6
  • 7. Salesforce platform architecture 7 Users experience the interface(s) of apps using a web browser – on PC, mobile phone or tablet Choose a combination of apps to suit your business needs Third party developers publish their services as apps on the AppExchange Salesforce manages underlying services – servers, upgrades, security, backup Force.com is the developer toolkit for building custom applications Optimised across platforms – data, mobile and web, and in multiple languages and currencies
  • 8. What does Salesforce offer fundraisers? 8
  • 9.  Build in best-of-breed tools at the touch of a button with the AppExchange  Salesforce is designed and built for online, social and mobile relationships  Highly configurable across business needs  People love using Salesforce because it is user-friendly and intuitive  Accessible from any device, any location  Open technology platform is easier, cheaper and less risky to build and deploy  The Salesforce Foundation provides massive discounts and special configurations to suit non-profits  A range of fundraising tools is now available that are more effective and less expensive than those from traditional non-profit CRM vendors  No software, no hardware, fewer headaches  More time to fundraise, more data to fundraise with Benefits for fundraising ____________________________________ Fundraising with Salesforce9
  • 10. Select the right fundraising app at the core of your Salesforce system _____________________________________ 10 By Affinaquest (USA) By Breakeven (Canada) By Fonteva (USA) By Salesforce Foundation (USA/Global) By RoundCorner (USA) By Appichar (Australia/UK)
  • 11. Salesforce Signposting 11
  • 12. 12 Visioning •Involve senior stakeholders •Understand tech trends •Fit to organisational vision and strategy •Agree scope: data, functional and organisational •Set high-level improvements •Establish project governance •Outcome: Terms of Reference Discovery •Involve operational team members •Review & test objectives •Walkthrough key business processes •Identify opportunities for improvements •Identify cultural and change issues •Outcome: Business Process Review Findings and Recommendations •Confirm high-level opportunity •Process diagrams •Assess people/ process/culture issues •Estimate project cost and resourcing •Salesforce solution signposting •Outcome: Findings & Recommendations Report, + Workshop The Signposting Process _______________________________________________________
  • 13. Salesforce Signposting Examples of outcomes Fundraising with Salesforce13 Global NGO secretariat requiring multi-platform contact and relationship management with integration of Gmail and low admin overhead Sales Cloud + Vertical Response + Cirrus Insight Membership organisation looking for self service membership management with events and online publishing. Must integrate seamlessly with existing CMS DonorNation + Authorize.net + Drupal + Mailchimp Fundraising and campaigning charity aiming to monitor, acquire and develop new supporters through social media as well as many small event attendees Nonprofit Starter Pack + Eventbrite + Hootsuite
  • 14. Fundraising with Salesforce ““VSO chose Salesforce as its primary platform in 2012, but we have been using Chatter to share ideas, information and stories about our programmes for nearly two years. We have started to move existing systems across, starting with HR and volunteer management. I was a VSO volunteer and am now a VSO staff member so it makes a lot of sense to have both systems on the same platform. It’s early days, but Salesforce delivers a lot of functionality out of the box (e.g. links to social media) and development happens quickly so users can see their input appear in a mock-up system within a couple of weeks” Nikki Hill, Global Income Programme Manager - VSO International Case Study: Unleashing the power of people by enabling them to collaborate online
  • 15. +44 (0)845 458 0250 www.purple-vision.com Purple Vision can help you fundraise with Salesforce Download the full White Paper via www.purple-vision.com/whitepapers

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